Financial Advisor Tshwane

3 weeks ago

Pretoria, South Africa Momentum Full time

Metropolitan is one of the oldest financial services brands in South Africa, operating in South Africa and 12 African countries. We provide financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance. Role Purpose Attract, acquire, and retain clients by selling company products to generate new business and provide after-sales service to clients, ensuring client retention, increasing market share, and contributing to overall business objectives. Requirements 2-3 years of experience in a Sales/Call Centre environment (essential) 2 years of experience in the insurance and/or financial services industry rendering financial advice (advantageous) Matric or equivalent NQF 4 qualification National Senior Certificate in Finance/Business Management and/or equivalent relevant qualification FAIS Compliance Requirements Regulatory examination (RE) 5 Driver’s license and own transport (desirable) Duties & Responsibilities Engage with prospective clients to highlight product features and benefits based on their financial wellness needs. Sell products in line with client financial needs by conducting affordability analysis to achieve clients’ financial goals. Internal Process: Calculate and advise on tax and legal implications of products and/or changes. Accurately capture client information, relevant actions, and sales on the systems. Accurately complete all administrative and reporting requirements within agreed timeframes. Achieve set targets on production, quality, and conversion. Adhere to compliance requirements in the sales process in line with legislative requirements. Client: Investigate client queries within the agreed service level and ensure that the client receives timely feedback. Escalate client queries to the relevant department or stakeholder. Provide accurate information and advice to clients and stakeholders to ensure that the client receives the appropriate services. Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. People: Develop and maintain productive and collaborative working relationships with peers and stakeholders. Positively influence and participate in change initiatives. Continuously develop own expertise in terms of professional, industry, and legislation knowledge. Competencies Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems. Interacting with People: Project enthusiasm and focus on building strong relationships and networks. Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others. Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information. Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions. Meeting Timescales: Strong focus on meeting targets and deadlines. #J-18808-Ljbffr

  • Financial Advisor Tshwane

    2 weeks ago

    Pretoria, South Africa Momentum Full time

    Momentum City of Tshwane, Gauteng, South Africa Join to apply for the Financial Advisor Tshwane role at Momentum Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial...

  • Chief Financial Officer

    1 week ago

    Pretoria, South Africa Tshwane Rapid Transit Pty Full time

    Introduction Tshwane Rapid Transit (Pty) Ltd is seeking an experienced executive professional to achieve a financially healthy and efficient organization. The CFO provides strategic direction of the company's finances including financial operations and direct supervision of financial resources, functions and activities. The CFO will play a leading role in...

  • Financial Advisor Tshwane

    3 weeks ago

    Pretoria, South Africa Metropolitan Full time

    IntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a -year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand...

  • Financial Advisor Tshwane

    7 days ago

    Pretoria, Gauteng, South Africa Metropolitan Full time R250 000 - R500 000 per year

    IntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the...

  • Experienced Financial Advisor

    2 days ago

    Pretoria Metropolitan Area, South Africa The Financial Specialists Pty Ltd Full time R8 000 000 - R32 000 000 per year

    Company DescriptionThe Financial Specialists Pty Ltd, powered by the Hereford Group offers a range of services including Financial Planning, Estate Planning, Personal Risk cover, Personal Investment Planning, Retirement Planning, Corporate Group Cover, Pension/Provident Funds, and Business Assurance. Representatives at The Financial Specialists Pty Ltd act...

  • Chief Financial Officer

    1 week ago

    Pretoria, South Africa Tshwane Rapid Transit Pty Full time

    Introduction Tshwane Rapid Transit (Pty) Ltd is seeking an experienced executive professional to achieve a financially healthy and efficient organization. The CFO provides strategic direction of the company's finances including financial operations and direct supervision of financial resources, functions and activities. The CFO will play a leading role in...

  • FINANCIAL ADVISOR

    4 weeks ago

    Pretoria, South Africa HR Genie Full time

    JOIN OUR TEAM AS A FINANCIAL ADVISOR! Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further! A leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting...

  • Financial Advisor

    2 weeks ago

    Pretoria, South Africa Hr Genie Full time

    JOIN OUR TEAM AS A FINANCIAL ADVISOR! Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further! A leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting...

  • Financial Advisor

    7 days ago

    Pretoria, South Africa Hr Options Full time

    JOIN OUR TEAM AS A FINANCIAL ADVISOR Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further! A leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting...

  • Financial Advisor

    7 days ago

    Pretoria, South Africa KM CONSULTING Full time

    _**FINANCIAL ADVISOR R30k+ (neg) FIXED SALARY, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: - **ESTABLISHED CLIENTBASE**_ Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...